Skip to content

Meet the team

Your strategic partners.

Leadership

Akasha
Absher Co-President & Head of
Impact Investing

Ben
Valore-Caplan Co-President

Investment Solutions

Robin Meyer,
CFA Director

Jas Chen,
CFA Senior Research Analyst

Matt
Kukla Senior Research Analyst

Eli
Davidoff Research Analyst

Aaron
Thammathi Associate

Audrey
Stephenson Associate

Consulting
& Investor Relations

Jim Brauer,
CIMA®, CFP‎® Managing Director

Lynsey
Goldstein Relationship Manager

Dat
Le Relationship Manager

Paige
Bouma Relationship Manager

Operations

Lisa
Inhulsen Administrative Manager

Alex
Duperret Associate Consultant

Zoe
Moore Associate Consultant